Peter is the veteran of the business with over 29 years experience in financial services. He saw active service with a number of leading companies ranging from Ulster Investment Bank on the pensions end to NCB on the stockbroking side and Standard Life on the investment side. He oversees the whole business be it liaising with our life company partners or working on a number of business development initiatives and his qualifications and business experience make him well suited to the role . Peter has an honours history degree from Trinity and a Masters of Business Studies Degree from UCD. In addition he is a Qualified Financial Adviser (QFA) and has successfully completed the Registered Representative Exams of The Irish Stock Exchange. A keen sports enthusiast ( enthusiast being the opportune word as enthusiasm and ability do not seem to go hand in hand) and avid horse racing fan , Peter has competed in both the Punchestown and Cheltenham Charity races.
Sharon is our Director of Operations and with over 17 years experience in the industry, she keeps the show firmly on the road. Sharon is an APA in Life and Pensions with a strong focus on the customer. Married to a hard core Everton fan for her sins she is now a full blown culchie having moved to Newbridge from Dublin over 8 years ago. With a young son Sharon’s hands are always full whether at work or at home.
Laura works in our New Business Department and prides herself on her efficiency, turnaround times and customer service. She aims to process customers applications in as short a time as possible unlike her nails which rival Flo Jo in her prime. Laura is a true blue Dub with a brood of four to keep her very busy. With over ten years experience in the life and pensions industry, Laura not only knows how to get things done but still retains her sense of humour. She is currently studying for her APA in Life Insurance.
Lisanne is one of our qualified Customer Advisers. We have nearly forgiven her for working for those friendly banks that we all know and cherish. Every cloud though has a silver lining and it was a useful learning ground for our able lady from Laois. When not dispensing wise advice online or over the phone, our Qualified Financial Adviser likes nothing more than donning her runners and running around the byroads of Laois compared to rings around her colleagues!
Eleanor is so long in the industry that she should nearly be put out to pasture with the lovely horses she rears at her Carbury based farm. Thankfully though that is a long way off as her experience as a Qualified Financial Adviser is frequently availed of by customers looking for a knowledgeable and patient listener. Whilst Eleanor likes keeping up to date on all the industry news, she finds the Racing Post a little more interesting but thankfully keeps any tips to herself!
Our Life & Pensions Manager – What can we say….after 14 years on the other side Ger is now a reformed ‘banker’ ready to cleanse his soul!! Ger is a Qualified Financial Advisor and his expertise in financial advice is evident. He manages the sales team to ensure all our clients get the highest standard of advice. Hailing from the foothills of the Wicklow Mountains we don’t expect him to be celebrating any Leinster or All Ireland titles soon! So, instead he sticks to what he knows best and looks after each and every customer as best as possible and goes home to his 3 girls with a smile each day. Two of these girls being 4 legged and furry in case those who know Ger are wondering?!
Fresh from the Pensions & Life Insurance industry in London from which Eileen took a break to see and travel the world…… 15 years ago! With the travelling bug well and truly satisfied, Eileen has happily re-immersed herself in the world of Life Insurance and Mortgage Protection. Eileen is currently studying for her APA in Life Insurance. Working in the new business team, Eileen’s efficiencies and straight talking help to ensure applications are processed to the highest standard. When not in the office, Eileen’s nirvana is having a hit against her tennis coach husband – invariably, its game, set and match to Eileen!
Lorraine is the newest recruit in our New Business Department and is a Life and Pensions Administrator. She is a born and bred ‘Lily White’ and has a busy household with her husband and two little girls to keep in check. She has over 13 years experience in the financial sector on the credit union side and prides herself in her attention to detail and friendly manner towards all of our customers. She is really enjoying her new role in the insurance sector and has certainly hit the ground running!
David is one of our highly experienced life and pension advisers. As an Approved Product Adviser with over 10 years experience in the retail banking and credit union sectors, he is well suited to his role. Unlike his favourite football team Arsenal, Dave is a model of consistency and ensures client interests are always promoted. Dave is currently studying for his QFA qualification when he is not watching Sky Sports!
Lindsay is a valued member of our life and pensions administration team, bringing a wealth of knowledge from her 12 years in the banking and credit union worlds. Recently married and living in Laois , she is keen to return to the ‘short grass’ County that’s if she doesn’t head off on her travels again as ‘wanderlust ‘ is her second name.